Create, run and test a saved search in Cadbury

By far, the most common kind of question we answer at Cadbury has to do with saved searches. And it doesn't surprise us - have you seen what it takes to create even a simple one?

Saved search results configuration with an aging formula in the Formula field — Screenshot from the NetSuite saved search editor. Yes, that is code stuffed into a formula field

So what do business owners do? They ask a consultant half way across the world for help. Several emails and days later, the report is ready. But businesses don't move in days, they move in seconds. With Cadbury, businesses can create a saved search on their own immediately.

Create a saved search

Invoke the new mode by either asking help me draft a saved search or running the slash command /saved-search. A new pane will open on the right showing a sample editor with results.

Cadbury Saved Search Editor showing open invoices and aging buckets — An invoice aging report in Cadbury, shown with fictional sample company data.

Editing the report doesn't involve knowing arcane details anymore. Simply ask in natural text and your saved search settings and generated results will adjust immediately.

Deploy it to NetSuite

Click Deploy in NetSuite in the upper right and you'll see a real preview generated showing exactly what you need to do in NetSuite. Everything highlighted in yellow is what you need to change.

Saved search setup preview with invoice criteria highlighted in yellow — The preview shows the settings to enter for this search. Populated settings are highlighted in yellow.

And if you (or your claude/codex agent) prefer text instructions, select the 'Written steps' tab.

Written steps tab with criteria and results instructions organized into tables — The same search setup is available as written instructions.

Try it here.